Fiduciary Protection

Our primary focus on the retirement plans we consult on is our Employer’s Fiduciary Liability Protection.

Fiduciary Liability Protection

On all plans, The Capital Group acts as an ERISA 3(21) Investment advisor which greatly reduces the plan sponsor’s fiduciary liability. We have been a trusted ERISA 3(21) Investment advisor working with employer’s for over 10 years.

We ensure this protection in writing through our retirement plan consulting agreement. We also can offer ERISA 3(38) Plan Manger protection for our plan sponsors which can alleviate a plan sponsor’s fiduciary duty with regards to the investment decisions on the plan. With the ever-changing fiduciary environment and the very litigious society we live in, more and more employers are looking for this fiduciary protection.

Fiduciary Liability Protection
The Capital Group

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Services We Offer

We offer dynamic solutions that help businesses worry less and grow more.

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Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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Investments

We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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Benefits

We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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Retirement

We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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Compliance

We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.

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